Keeler Thomas Management’s Zions Bancorporation ZION Stock Holding History

Keeler Thomas Management’s Portfolio ZION Stock Details ZION Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-6,564	Closed	-$292K	–	65
2019 Q3	$292K	Sell	6,564 -306	-4%	-$13.2K	0.22%	57
2019 Q2	$315K	Hold	6,870	–	–	0.25%	51
2019 Q1	$311K	Hold	6,870	–	–	0.26%	51
2018 Q4	$279K	Sell	6,870 -526	-7%	-$24.5K	0.32%	49
2018 Q3	$370K	Hold	7,396	–	–	0.31%	50
2018 Q2	$389K	Buy	7,396 +306	+4%	+$16.9K	0.36%	51
2018 Q1	$373K	Hold	7,090	–	–	0.37%	49
2017 Q4	$360K	Buy	+7,090	New	+$340K	0.33%	49

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Keeler Thomas Management's ZION Position: Q4 2019 in Review

Keeler Thomas Management sold out of Zions Bancorporation (ZION) in Q4 2019, closing a stake of 6,564 shares — an estimated $292K sold.

Keeler Thomas Management first reported a position in ZION in Q4 2017 and held it in 8 quarters. The position peaked at $389K in Q2 2018. 475 funds tracked by Wall St. Rank hold ZION as of Q4 2019.

Keeler Thomas Management reported no remaining Zions Bancorporation position as of Q4 2019 after selling out during the quarter.
Keeler Thomas Management sold 6,564 Zions Bancorporation shares in Q4 2019, an estimated $292K.
Keeler Thomas Management first reported a position in Zions Bancorporation in Q4 2017 and held it in 8 quarters.
Keeler Thomas Management's Zions Bancorporation position peaked at $389K in Q2 2018.
475 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2019.

Based on Keeler Thomas Management's 13F filing for Q4 2019, filed 21 Jan 2020.